Q: Appreciate your evaluation of this ETF (OMAH) and is it best to have it in a RIF? Thanks!
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Investment Q&A
Not investment advice or solicitation to buy/sell securities. Do your own due diligence and/or consult an advisor.
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Apple Inc. (AAPL)
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Meta Platforms Inc. (META)
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Alphabet Inc. (GOOG)
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Intuitive Surgical Inc. (ISRG)
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Booking Holdings Inc. (BKNG)
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JPMorgan Chase & Co. (JPM)
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Prudential Financial Inc. (PRU)
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Berkshire Hathaway Inc. (BRK.B)
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RTX Corporation (RTX)
Q: We are down about 15% from the peak of the S&P 500. I have about 5% of my portfolio in USD cash to deploy. Would you advise going a fifth of my cash for every 3% further fall in the S&P 500? I have enough Google and Meta, but was looking at JPM and Apple. Any other US names you can suggest?
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Costco Wholesale Corporation (COST)
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Alphabet Inc. (GOOG)
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JPMorgan Chase & Co. (JPM)
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Procter & Gamble Company (The) (PG)
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Prudential Financial Inc. (PRU)
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Williams Companies Inc. (The) (WMB)
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Berkshire Hathaway Inc. (BRK.B)
Q: What would be your top 10 US and Canadian stocks for a recession into 2028 with a 75% value ,25% growth protectionist portfolio strategy thanks
Q: Hi all,
This question is multi questions please deduct as many credits as you feel.
I’m struggling with the best strategy to start purchasing stocks into this correction. We have 15% cash to deploy. We own a lot of stocks across the 3 5i portfolio’s plus most of the Mag 7 and other outliers. Our portfolio has basically fallen inline with the major indexes of drops 5% each day on Thursday and Friday.
Option #1 start purchasing individual stocks hit hard across across sectors. But if say we buy SHOP and it drops another 20% do we buy more or pick another stock. With only having limited funds might be hard to prioritize and systematically deploy over a period of time.
Option #2 systematically purchase a group of index funds over the coming weeks to months depending on how everything unfold, This will capture many of our holdings.
If option #2 thinking XIC, XIT, SPY,QQQ and BRK or if you could please suggest a different mix?
Thanks so much and good luck everyone. This will pass!
Kerri
This question is multi questions please deduct as many credits as you feel.
I’m struggling with the best strategy to start purchasing stocks into this correction. We have 15% cash to deploy. We own a lot of stocks across the 3 5i portfolio’s plus most of the Mag 7 and other outliers. Our portfolio has basically fallen inline with the major indexes of drops 5% each day on Thursday and Friday.
Option #1 start purchasing individual stocks hit hard across across sectors. But if say we buy SHOP and it drops another 20% do we buy more or pick another stock. With only having limited funds might be hard to prioritize and systematically deploy over a period of time.
Option #2 systematically purchase a group of index funds over the coming weeks to months depending on how everything unfold, This will capture many of our holdings.
If option #2 thinking XIC, XIT, SPY,QQQ and BRK or if you could please suggest a different mix?
Thanks so much and good luck everyone. This will pass!
Kerri
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Alphabet Inc. (GOOG)
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Intuitive Surgical Inc. (ISRG)
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NVIDIA Corporation (NVDA)
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Booking Holdings Inc. (BKNG)
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JPMorgan Chase & Co. (JPM)
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Eli Lilly and Company (LLY)
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Eagle Materials Inc (EXP)
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Berkshire Hathaway Inc. (BRK.B)
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Genius Sports Limited (GENI)
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Sportradar Group AG (SRAD)
Q: Given the volatility of markets, I would like to purchase some small quantities of equities shares as I have some cash to invest. Which equities would you recommend, top 5 in Nasdaq, S&P 500, and TSX.
Best,
Neeraj
Best,
Neeraj
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Alphabet Inc. (GOOG)
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Intuitive Surgical Inc. (ISRG)
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Booking Holdings Inc. (BKNG)
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Procter & Gamble Company (The) (PG)
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Berkshire Hathaway Inc. (BRK.B)
Q: In today’s and current turmoil what would be your favourite 5 Canadian and US Stocks to buy? Would you be averaging in over the next 6 to 12 months?
Thanks
Tim
Thanks
Tim
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Amazon.com Inc. (AMZN)
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Alphabet Inc. (GOOG)
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Booking Holdings Inc. (BKNG)
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Constellation Software Inc. (CSU)
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Intact Financial Corporation (IFC)
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WSP Global Inc. (WSP)
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Thomson Reuters Corporation (TRI)
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Berkshire Hathaway Inc. (BRK.B)
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Trane Technologies plc (TT)
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Brookfield Corporation Class A Limited Voting Shares (BN)
Q: Hi Guys,
With ALL the uncertainty in North America, what would be your top 10 stocks for 3 to 5 year hold?
thanks
Jim
With ALL the uncertainty in North America, what would be your top 10 stocks for 3 to 5 year hold?
thanks
Jim
Q: In a recent answer there was a recommendation that BRK.B would be a solid growth stock for years to come. Just curious given the U.S./CAD exchange rate, what are the pros and cons to buy BRK.CA instead of BRK.B?
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Amazon.com Inc. (AMZN)
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Alphabet Inc. (GOOG)
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Intuitive Surgical Inc. (ISRG)
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Booking Holdings Inc. (BKNG)
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Constellation Software Inc. (CSU)
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WSP Global Inc. (WSP)
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FirstService Corporation (FSV)
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Thomson Reuters Corporation (TRI)
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Berkshire Hathaway Inc. (BRK.B)
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Trane Technologies plc (TT)
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Brookfield Corporation Class A Limited Voting Shares (BN)
Q: Have some cash to deploy and redeploy. What would be your 10 absolute top conviction picks for long term capital appreciation? Thanks!
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Intuitive Surgical Inc. (ISRG)
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Booking Holdings Inc. (BKNG)
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Eli Lilly and Company (LLY)
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Constellation Software Inc. (CSU)
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Shopify Inc. Class A Subordinate Voting Shares (SHOP)
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Berkshire Hathaway Inc. (BRK.B)
Q: Besides BRK & CSU, what other companies pay no dividend or only a tiny dividend since presumably they feel they can give sharholders a return higher by investing the funds. Cdn, US, or Global names appreciated. What would be your favorite to put away for 5 years with little need to check on them. Thank you for all your great work !
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Alphabet Inc. (GOOGL)
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Canadian National Railway Company (CNR)
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Cameco Corporation (CCO)
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TFI International Inc. (TFII)
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Hudbay Minerals Inc. (HBM)
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Alimentation Couche-Tard Inc. (ATD)
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Nutrien Ltd. (NTR)
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Berkshire Hathaway Inc. (BRK.B)
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Brookfield Corporation Class A Limited Voting Shares (BN)
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Microsoft CDR (CAD Hedged) (MSFT)
Q: I am looking to add to my TFSA for a long term hold.
Realising different sectors but considering their current valuations, please rank these companies for a buy.
Realising different sectors but considering their current valuations, please rank these companies for a buy.
Q: Good Day,
With the recent pull back, I am considering trimming my position in BRK.B (currently 7.7% of my overall portfolio) and starting a new position in ISRG. Would you view this as a prudent move at this point in time?
Thank you,
With the recent pull back, I am considering trimming my position in BRK.B (currently 7.7% of my overall portfolio) and starting a new position in ISRG. Would you view this as a prudent move at this point in time?
Thank you,
Q: Hi Peter,
Please advice 3-5 stocks to invest in now… which should be safe in the long term (10+ years) and have the max potential for growth.
Stocks can be Canadian or US.
Thanks
Harry
Please advice 3-5 stocks to invest in now… which should be safe in the long term (10+ years) and have the max potential for growth.
Stocks can be Canadian or US.
Thanks
Harry
Q: I am really surprised with your answer to Steven on March 3 about Berkshire, especially "In other words, we wouldn't necessarily want to give BRK a weighting that is materially higher than the typical stock in a portfolio." Shouldn't BRK be treated similarly to an ETF with 40+ quality holding plus private equity? You recommend S&P500 ETF as an alternative... well, there are a lot of investors who want their portfolio to be properly balanced and don't want to hold 33% in technology stocks. BRK-B is much better balanced and stable than S&P500. It also delivered better returns over the past year and 5 years despite the technology boom. Some of us still remember dot com bust of 2001...
Q: What are your thoughts on Berkshire? For a retiree that does not need the income from investments and what would be appropriate holding % considering the diversification of the company, or if prefer another investment please suggest. Thanks
Q: I have cash in my US TFSA and am contemplating adding to my Brk.b or taking a new position in JPM. Considering these volatile times with the potential of tariffs what advice might you offer ? The other strategy might also be to keep some money in cash. Thanks
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Intuitive Surgical Inc. (ISRG)
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Celestica Inc. (CLS)
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Axon Enterprise Inc. (AXON)
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Comfort Systems USA Inc. (FIX)
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Construction Partners Inc. (ROAD)
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Berkshire Hathaway Inc. (BRK.B)
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Vertiv Holdings LLC Class A (VRT)
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Shift4 Payments Inc. Class A (FOUR)
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Brookfield Corporation Class A Limited Voting Shares (BN)
Q: Please rate the following stocks to purchase today for a long term hold.
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Alphabet Inc. (GOOG)
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Microsoft Corporation (MSFT)
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JPMorgan Chase & Co. (JPM)
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Berkshire Hathaway Inc. (BRK.B)
Q: I don't really want to spend C$1.45+ for each USD cash. So to gain US market exposure, does it make sense to buy CDRs of US companies (Cdn $ version of their large cap stocks) ? for example JPM, MSFT, GOOGL, BRK.B etc.
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Amazon.com Inc. (AMZN)
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Costco Wholesale Corporation (COST)
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Alphabet Inc. (GOOG)
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Intuitive Surgical Inc. (ISRG)
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Microsoft Corporation (MSFT)
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NVIDIA Corporation (NVDA)
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Booking Holdings Inc. (BKNG)
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Chevron Corporation (CVX)
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JPMorgan Chase & Co. (JPM)
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Eli Lilly and Company (LLY)
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Procter & Gamble Company (The) (PG)
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UnitedHealth Group Incorporated (DE) (UNH)
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Visa Inc. (V)
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Exxon Mobil Corporation (XOM)
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Berkshire Hathaway Inc. (BRK.B)
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Uber Technologies Inc. (UBER)
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CrowdStrike Holdings Inc. (CRWD)
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RTX Corporation (RTX)
Q: Hi there,
If you were to create a US Balanced Equity Portfolio using CDRs only, what would it look like?
Thank you!
If you were to create a US Balanced Equity Portfolio using CDRs only, what would it look like?
Thank you!
Q: Is there a good time to sell brk.b ?